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Hawaiian Electric Industries

276 hedge funds and large institutions have $1.37B invested in Hawaiian Electric Industries in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 102 increasing their positions, 80 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $27M | Put options by funds: $18.8M

28% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 80

2.7% less ownership

Funds ownership: 77.2%74.51% (-2.7%)

4% less funds holding

Funds holding: 289276 (-13)

6% less capital invested

Capital invested by funds: $1.46B → $1.37B (-$91.9M)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
276
Holders Change
-13
Holders Change %
-4.5%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
102
Reduced
80
Closed
47
Calls
$27M
Puts
$18.8M
Net Calls
+$8.14M
Net Calls Change
-$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$2.4K
KA
252
Kozak & Associates
Colorado
$2.23K
HWA
253
HHM Wealth Advisors
Tennessee
$2.13K
WBWA
254
William B. Walkup & Associates
South Carolina
$2.13K
HNB
255
Hilltop National Bank
Wyoming
$2.13K +$2.09K +200 New
TFGT
256
TS Financial Group (TSFG)
Illinois
$2K
CPG
257
Cornerstone Planning Group
New Jersey
$1.46K
MFT
258
Moisand Fitzgerald Tamayo
Florida
$1.07K
CMA
259
Cedar Mountain Advisors
Oregon
$1.06K
PFBT
260
Parkside Financial Bank & Trust
Missouri
$1.06K +$1.04K +100 New
Bessemer Group
261
Bessemer Group
New Jersey
$1K -$595 -57 -34%
PWA
262
Physician Wealth Advisors
Utah
$1K +$981 +94 New
FFO
263
Fortitude Family Office
Arizona
$999 +$981 +94 New
BIA
264
Bell Investment Advisors
California
$989 +$814 +78 +520%
EPM
265
Equitec Proprietary Markets
Illinois
$797
MHIP
266
Mountain Hill Investment Partners
New Jersey
$797
NRG
267
Nemes Rush Group
Michigan
$774
GM
268
GeoWealth Management
Illinois
$733 +$720 +69 New
QL
269
Quarry LP
New York
$648 +$636 +61 New
PWMG
270
Private Wealth Management Group
New Jersey
$596
BONH
271
Bank of New Hampshire
New Hampshire
$532
TPWA
272
Twin Peaks Wealth Advisors
California
$390 +$355 +34 New
CPBTD
273
Central Pacific Bank - Trust Division
Hawaii
$330
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$266
BIG
275
Brooklyn Investment Group
New York
$11 -$3.19K -306 -100%

HE Hedge Fund Activity: Q2 2025 in Review

276 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Hawaiian Electric Industries (HE) for Q2 2025, worth a combined $1.37B — down 6.3% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of HE and 37 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 102 added.

The largest buyer was Horizon Kinetics Asset Management, adding an estimated $37.8M. The largest seller was Zimmer Partners, cutting an estimated $99.7M.

  • 276 institutional investors held Hawaiian Electric Industries (HE) as of Q2 2025, down from 289 in Q1 2025.
  • Funds reported $1.37B of Hawaiian Electric Industries stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 37 funds opened new Hawaiian Electric Industries positions in Q2 2025 and 47 closed out, a net change of -10 holders.
  • The largest Hawaiian Electric Industries buyer in Q2 2025 was Horizon Kinetics Asset Management, an estimated $37.8M added.
  • The largest Hawaiian Electric Industries seller in Q2 2025 was Zimmer Partners, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2025.